What is a Fiduciary Financial Advisor?
Perhaps you have read about a new Department of Labor regulation that mandates anyone who provides financial advice and services for retirement assets must be...
Saving for Retirement Without a 401(k)
As more Americans find themselves without an employer-sponsored 401(k) plan, it becomes even more important for investors to understand their options for retirement planning. Although...
How to Create Your Own Pension
The pension, as we know it, has pretty much gone the way of the dinosaur. The ongoing exception is the public employment sector. However, most...
To Roll Over or Not to Roll Over Your Retirement Plan?
When someone leaves a job and they have a retirement plan that was offered from that employer (ex: a 401(k) or 403(b) plan), the person...
The High Cost of the College Investment
Second to purchasing the family residence, the financial support parents provide to children attending college is the largest financial expenditure made by most families. It...
9 Financial Best Practices of Successful People
During my almost 20 years in the business I’ve seen a lot of change. Beyond the events of 9/11 (I was at the top of...
Market Volatility Is Nothing New
I’m tasked with writing financial articles for many internet sites and even a few publications. I find this responsibility very taxing. Not because I find...
The Market Makes You Nervous? – How to Get a Grip on Retirement Planning
Who doesn’t get nervous about what the markets are doing? The reality is this: There is so much anxiety about market fluctuations that mental health...
Are Your Investment Assets in the Right Location?
The old saying “It isn’t what you make, it is what you keep” is at the core of building an effective wealth management plan to...
How to Interview a Financial Advisor – eBook
Investors do not deliberately select bad advisors. And yet millions of investors have bad advisors. What went wrong? These investors made bad decisions based on...
